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  1. Home
  2. chevron_right
  3. sales
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  5. Inside Sales Rep
Chicago Partners Wealth Advisors logo

Inside Sales Rep

Not Disclosed•Full-TimeOn-site

location_on1500, 40th Street, Downers Grove, DuPage County, Illinois, 60515, United States

Apply Now

About the Team

USHA is an award-winning organization recognized for business excellence, driven by a mission called HOPE (Helping Other People Everyday). This is more than an acronym; it is a daily, organization-wide commitment to make a positive difference in the lives of others. The company prides itself on being more committed to your success than any other employer in America, offering a unique blend of personal satisfaction and professional achievement.

About the Role

This position is designed for career-minded individuals who view the role as a lifestyle rather than a traditional 9-to-5 job. As an Inside Sales Rep, you will work directly with America's self-employed small business owners and individuals to help them access innovative and affordable benefit solutions. As demand for these products grows, you will advise clients on a portfolio of benefits tailored to their unique situations and budgets, providing trusted guidance to find the best fit in one seamless package.

The role requires a customer-focused approach where you can learn and adapt quickly to changing needs. You will execute full sales presentations, handle web demos, and leverage CRM tools to manage the sales process. This is an opportunity for those who want to earn an income directly proportional to the effort, time, and energy they invest, supported by a fast-paced, highly growing business environment.

Hiring Process

Local candidates only. We are looking for someone special who is coachable and possesses strong communication and interpersonal skills. The selection process focuses on identifying individuals ready to thrive in a high-performance culture.

Equal Opportunity

USHA is committed to diversity and inclusion, welcoming applicants from a wide range of backgrounds including business, finance, marketing, banking, real estate, retail, and transitioning military personnel.

Work location

Work model: On-site

location_on

1500, 40th Street, Downers Grove, DuPage County, Illinois, 60515, United States

Downers Grove, Illinois

Key Responsibilities

  • check_circleAdvise self-employed small business owners and individuals on benefit solutions
  • check_circleProvide trusted guidance to help clients find solutions that fit their individual needs
  • check_circleAdapt quickly to changing client needs and business demands
  • check_circleExecute full sales presentations during the sales process
  • check_circleHandle web demos and manage client interactions using CRM tools

Requirements

  • verifiedLocal Candidates Only
  • verifiedGood CRM proficiency
  • verifiedAbility to effectively handle web demos
  • verifiedAbility to execute full sales presentations

Nice to Have

Experience in Business Manager, Finance, Marketing, Banking, Regional and Territory Sales, Office Appointment Setter, Tele Teacher Support, Customer Service, Real Estate and Auto Sales, Pharm Sales, Retail, Educators, Agent, Financial Services Assistant, Leasing, Accountant, Coordinator, Representative, Transitioning Military Personnel, Business Graduates, Leasing and Loan Services.

Benefits & Perks

check_circlePerformance bonusescheck_circleOwnership Program in the companycheck_circleFree Company Generated Leads
Chicago Partners Wealth Advisors cover image
Chicago Partners Wealth Advisors logo
Company

Chicago Partners Wealth Advisors

Industry

Investment Management

Headquarters

Chicago, IL

Open Roles

1

Optimize the Management of Your Wealth.

Chicago Partners Wealth Advisors operates within the investment management sector and is headquartered in Chicago, IL. The firm specializes in optimizing wealth for high-net-worth individuals, corporations, foundations, institutions, and family offices. It currently manages over $7 billion in assets serving more than 2,700 clients across the United States and international markets. The organization utilizes a structured 5-Step Wealth Optimization Process to develop customized financial strategies. These plans encompass portfolio audits, investment management, tax strategy optimization, estate planning, retirement planning, education planning, and cash flow planning. The advisory team comprises a diverse group of highly qualified professionals, including CFPs, CFAs, JDs, and CAIAs. Clients collaborate with a tailored group of experts to ensure every aspect of their financial standing is carefully addressed. As fiduciaries, the advisors adhere to the highest standards of quality and are committed to acting in the best interest of their clients. The firm offers complimentary reviews of current investment portfolios and overall financial pictures upon request through its official website.

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Frequently asked questions about Inside Sales Rep at Chicago Partners Wealth Advisors

What does a Inside Sales Rep at Chicago Partners Wealth Advisors do?expand_more
A Inside Sales Rep at Chicago Partners Wealth Advisors is responsible for the following: Advise self-employed small business owners and individuals on benefit solutions; Provide trusted guidance to help clients find solutions that fit their individual needs; Adapt quickly to changing client needs and business demands; and Execute full sales presentations during the sales process.
What are the requirements for this Inside Sales Rep role?expand_more
To qualify for the Inside Sales Rep at Chicago Partners Wealth Advisors position, applicants should have: Local Candidates Only; Good CRM proficiency; Ability to effectively handle web demos; and Ability to execute full sales presentations.
Where is the Inside Sales Rep role at Chicago Partners Wealth Advisors located?expand_more
Inside Sales Rep at Chicago Partners Wealth Advisors is based in 1500, 40th Street, Downers Grove, DuPage County, Illinois, 60515, United States. This is a on-site role.
Is this Inside Sales Rep job remote, hybrid, or on-site?expand_more
Chicago Partners Wealth Advisors has listed this Inside Sales Rep role as on-site.
How much experience is required for this Inside Sales Rep role?expand_more
Candidates for Inside Sales Rep at Chicago Partners Wealth Advisors should have mid level.
What skills do you need for the Inside Sales Rep role at Chicago Partners Wealth Advisors?expand_more
Key skills for Inside Sales Rep at Chicago Partners Wealth Advisors include CRM; Web Demos; and Sales Presentations.
What category does the Inside Sales Rep role belong to?expand_more
Inside Sales Rep at Chicago Partners Wealth Advisors is part of the sales job category on Recrutus.

About Chicago Partners Wealth Advisors

Chicago Partners Wealth Advisors operates within the investment management sector and is headquartered in Chicago, IL. The firm specializes in optimizing wealth for high-net-worth individuals, corporations, foundations, institutions, and family offices. It currently manages over $7 billion in assets serving more than 2,700 clients across the United States and international markets. The organization utilizes a structured 5-Step Wealth Optimization Process to develop customized financial strategies. These plans encompass portfolio audits, investment management, tax strategy optimization, estate planning, retirement planning, education planning, and cash flow planning.

The advisory team comprises a diverse group of highly qualified professionals, including CFPs, CFAs, JDs, and CAIAs. Clients collaborate with a tailored group of experts to ensure every aspect of their financial standing is carefully addressed. As fiduciaries, the advisors adhere to the highest standards of quality and are committed to acting in the best interest of their clients. The firm offers complimentary reviews of current investment portfolios and overall financial pictures upon request through its official website.

Browse more roles: All Chicago Partners Wealth Advisors jobs, sales jobs on Recrutus.

Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
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Featured employers
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About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

Mid Level

Job Type

Full-Time

Skills Required

CRMWeb DemosSales Presentations
Accessibility